PFA
Plotkin Financial Advisors’s Exelon EXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $269K | Hold |
6,191
| – | – | 0.15% | 78 |
|
2025
Q1 | $285K | Hold |
6,191
| – | – | 0.18% | 74 |
|
2024
Q4 | $233K | Hold |
6,191
| – | – | 0.14% | 81 |
|
2024
Q3 | $251K | Hold |
6,191
| – | – | 0.15% | 80 |
|
2024
Q2 | $214K | Hold |
6,191
| – | – | 0.14% | 84 |
|
2024
Q1 | $233K | Buy |
+6,191
| New | +$233K | 0.15% | 81 |
|